In an earlier blog this week I shared the first three steps for creating a new awareness, understanding and appreciation for your own and your clients’ financial life/lives and how to begin to make better friends with it. Those steps are reviewed below with the addition of three more action steps to support clients in nourishing and [...]
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RSS feed for this sectionHelping Clients Make Friends with Their Financial Life
Helping Clients Focus on Their Relationship with Money
photo credit: Neubie This week I wrote a series of blogs about relationships with money. Today I am providing a much needed exercise to help clients to begin to pay more attention to all of their relationships, since each of us has many different ones; inevitably certain ones receive more attention than others. This activity is [...]
Helping Clients to Think More Positively
You can be somewhere better tomorrow by letting go of negativity and practicing more positive thinking. All success begins with your thoughts, so when your thinking is more positive your life and your future is too. Successful people don’t focus on what they’ve done wrong they focus on the lessons they’ve learned and then they move on. [...]
Eliminate Pre/Post-Holiday Spending Stress with These Important Tips
You don’t have to succumb to the pressures of holiday shopping if you create and follow a spending plan and remember that the holidays are about much more than gifting, partying and eating. In addition to the tips on the downloadable attachment try these suggestions: Identify the two most meaningful aspects of the holiday season [...]
Debt FREE Stress FREE Holiday Blog – Day 4 – HOLIDAY SPENDING LOG
We first introduced our Holiday Spending Log this past October, but for those of you who were not a part of our community at that time we wanted to make sure to give you the chance to download it because it is such an important and helpful form and tool for creating a Debt FREE [...]
Debt FREE Stress FREE Holiday Blog – Day 2 – COMMITMENT
Making the choice to change a behavior is the first step to inviting change into your life. It is an important step because it begins the conscious process of considering taking action. So what comes next? Your first action step is commitment because commitment allows you to think through what is actually involved in creating [...]
10 of the Absolute Most Important Tips for Creating Postive Change in Your Life
If you want to take control of your money and gain control of your life, you need to BELIEVE you can – YOU CAN! Believe in yourself first and foremost. When you do you acknowledge and connect to your inner strength and can then have continuous access to it. When you believe in yourself you [...]
Activity: A Process for Overcoming Obstacles
If you know what to do to reach your goal, it’s not a big enough goal. -Bob Proctor Identify one thing that is preventing you from moving your life forward personally, professionally and/or financially. Once you have done this for one area of your life do it for the other two (personally, professionally and/or financially.) [...]
Activity: Connecting to YOUR Personal Money Story!
No matter what the level of your ability, you have more potential than you can ever develop in a lifetime. -James T Mccay When did your money story begin? Who most influenced it? When you were growing up what money messages did you get from your: Mother Father Siblings Relatives Friends Neighbors Compare the early [...]
Activity: Beginning Steps for Creating Positive Life Changes
If you want to take control of your money and gain control of your life you need to BELIEVE that you can – You CAN!!! -Reeta Wolfsohn, CMSW 10 Tips for Creating Positive Change: Make a clear commitment to yourself to change. If you need, help ask for it but only from trustworthy people. Be [...]
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